BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$477K
3
+$361K
4
VB icon
Vanguard Small-Cap ETF
VB
+$345K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$320K

Top Sells

1
+$473K
2
+$258K
3
+$199K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$199K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$199K

Sector Composition

1 Technology 2.81%
2 Consumer Discretionary 0.6%
3 Consumer Staples 0.59%
4 Energy 0.44%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-1,634
477
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-6
478
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-165
479
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-81
480
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-252
481
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-107
482
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-1,071
483
– –
-2,060
484
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-195
485
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-527
486
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-382
487
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-1
488
– –
-731
489
– –
-51
16 17 18 19
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